Overview
- Meta confirmed more than 1,000 layoffs in Reality Labs, roughly a tenth of the unit, with virtual‑reality spending scaled back.
- Internal memos and reporting indicate the closure of Armature, Sanzaru, and Twisted Pixel, while the Supernatural VR fitness app moves to maintenance mode.
- Augmented‑reality and on‑body devices are being prioritized, with Ray‑Ban smart glasses cited as a stronger commercial performer than bulky VR headsets.
- Meta is formalizing a Meta Compute organization for large‑scale AI, with Santosh Janardhan and Daniel Gross in leadership and Dina Powell McCormick joining in a senior role.
- Energy demand and costs are in focus, with reports of nuclear power sourcing and guidance pointing to as much as about $72 billion in 2025 investments.